BPU INVESTMENT MANAGEMENT, INC.
CRD #17058 SEC #801-60229 PITTSBURGH, PA 1-800-822-6585
SEC Registered Broker-Dealer Disclosures
Total AUM
$517.1M
Discretionary
$497.4M
Employees
24
Clients
--
Accounts
1,932
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2019 | $517.1M | $497.4M | $19.7M | 24 | 40 |
| Nov 2019 | $517.1M | $497.4M | $19.7M | 24 | 40 |
| Mar 2019 | $517.1M | $497.4M | $19.7M | 24 | 40 |
| Oct 2018 | $540.8M | $518.8M | $21.9M | 31 | 43 |
| Mar 2018 | $540.8M | $518.8M | $21.9M | 31 | 43 |
| Nov 2017 | $428.7M | $413.7M | $15M | 33 | 0 |
| Jun 2017 | $428.7M | $413.7M | $15M | 33 | 1,000 |
| Jun 2017 | $428.7M | $413.7M | $15M | 33 | 1,000 |
| May 2017 | $428.7M | $413.7M | $15M | 33 | 1,000 |
| Mar 2017 | $428.7M | $413.7M | $15M | 33 | 1,000 |
| Sep 2016 | $698.7M | $539.6M | $159.2M | 33 | 1,100 |
| Mar 2016 | $698.7M | $539.6M | $159.2M | 33 | 1,100 |
| Nov 2015 | $680.5M | $488.7M | $191.8M | 31 | 1,034 |
| May 2015 | $680.5M | $488.7M | $191.8M | 31 | 1,034 |
| Mar 2015 | $680.5M | $488.7M | $191.8M | 31 | 1,034 |
| Jul 2014 | $528.1M | $499.9M | $28.2M | 36 | 1,034 |
| May 2014 | $528.1M | $499.9M | $28.2M | 36 | 1,034 |
| Mar 2014 | $528.1M | $499.9M | $28.2M | 36 | 1,034 |
| Apr 2013 | $651.1M | $519.5M | $131.6M | 50 | 1,034 |
| Apr 2013 | $651.1M | $519.5M | $131.6M | 50 | 1,034 |
| Dec 2012 | $500.9M | $472.5M | $28.4M | 49 | 800 |
| May 2012 | $500.9M | $472.5M | $28.4M | 11 | 800 |
| Mar 2012 | $500.9M | $472.5M | $28.4M | 11 | 800 |
| Mar 2011 | $500.5M | $422M | $78.5M | -- | -- |
| Jul 2009 | $652.6M | $319.5M | $333.1M | -- | -- |
| Mar 2007 | $526.9M | $312.9M | $214.1M | -- | -- |
| Apr 2004 | $111.2M | $62.5M | $48.7M | -- | -- |
| Mar 2004 | $111.2M | $62.5M | $48.7M | -- | -- |
| Mar 2002 | $64M | $64M | $0 | -- | -- |
| Oct 2001 | $54M | $54M | $0 | 10 | -- |
| May 2001 | $54M | $54M | $0 | 10 | -- |
| May 2001 | $54M | $54M | $0 | 10 | -- |
DateDec 2019
Total AUM$517.1M
Discretionary$497.4M
Non-Disc.$19.7M
Employees24
Clients40
DateNov 2019
Total AUM$517.1M
Discretionary$497.4M
Non-Disc.$19.7M
Employees24
Clients40
DateMar 2019
Total AUM$517.1M
Discretionary$497.4M
Non-Disc.$19.7M
Employees24
Clients40
DateOct 2018
Total AUM$540.8M
Discretionary$518.8M
Non-Disc.$21.9M
Employees31
Clients43
DateMar 2018
Total AUM$540.8M
Discretionary$518.8M
Non-Disc.$21.9M
Employees31
Clients43
DateNov 2017
Total AUM$428.7M
Discretionary$413.7M
Non-Disc.$15M
Employees33
Clients0
DateJun 2017
Total AUM$428.7M
Discretionary$413.7M
Non-Disc.$15M
Employees33
Clients1,000
DateJun 2017
Total AUM$428.7M
Discretionary$413.7M
Non-Disc.$15M
Employees33
Clients1,000
DateMay 2017
Total AUM$428.7M
Discretionary$413.7M
Non-Disc.$15M
Employees33
Clients1,000
DateMar 2017
Total AUM$428.7M
Discretionary$413.7M
Non-Disc.$15M
Employees33
Clients1,000
DateSep 2016
Total AUM$698.7M
Discretionary$539.6M
Non-Disc.$159.2M
Employees33
Clients1,100
DateMar 2016
Total AUM$698.7M
Discretionary$539.6M
Non-Disc.$159.2M
Employees33
Clients1,100
DateNov 2015
Total AUM$680.5M
Discretionary$488.7M
Non-Disc.$191.8M
Employees31
Clients1,034
DateMay 2015
Total AUM$680.5M
Discretionary$488.7M
Non-Disc.$191.8M
Employees31
Clients1,034
DateMar 2015
Total AUM$680.5M
Discretionary$488.7M
Non-Disc.$191.8M
Employees31
Clients1,034
DateJul 2014
Total AUM$528.1M
Discretionary$499.9M
Non-Disc.$28.2M
Employees36
Clients1,034
DateMay 2014
Total AUM$528.1M
Discretionary$499.9M
Non-Disc.$28.2M
Employees36
Clients1,034
DateMar 2014
Total AUM$528.1M
Discretionary$499.9M
Non-Disc.$28.2M
Employees36
Clients1,034
DateApr 2013
Total AUM$651.1M
Discretionary$519.5M
Non-Disc.$131.6M
Employees50
Clients1,034
DateApr 2013
Total AUM$651.1M
Discretionary$519.5M
Non-Disc.$131.6M
Employees50
Clients1,034
DateDec 2012
Total AUM$500.9M
Discretionary$472.5M
Non-Disc.$28.4M
Employees49
Clients800
DateMay 2012
Total AUM$500.9M
Discretionary$472.5M
Non-Disc.$28.4M
Employees11
Clients800
DateMar 2012
Total AUM$500.9M
Discretionary$472.5M
Non-Disc.$28.4M
Employees11
Clients800
DateMar 2011
Total AUM$500.5M
Discretionary$422M
Non-Disc.$78.5M
Employees--
Clients--
DateJul 2009
Total AUM$652.6M
Discretionary$319.5M
Non-Disc.$333.1M
Employees--
Clients--
DateMar 2007
Total AUM$526.9M
Discretionary$312.9M
Non-Disc.$214.1M
Employees--
Clients--
DateApr 2004
Total AUM$111.2M
Discretionary$62.5M
Non-Disc.$48.7M
Employees--
Clients--
DateMar 2004
Total AUM$111.2M
Discretionary$62.5M
Non-Disc.$48.7M
Employees--
Clients--
DateMar 2002
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees10
Clients--